Sequoia Financial Group

Trusted advisors offering comprehensive wealth planning, investment management, business succession planning, tax and estate planning, and philanthropic strategy.

Wealth Building & Exit Planning

Aligning personal and business goals, Maximizing the value of your business, Achieving financial independence, Unlocking the value of your business interest, Protecting your wealth through risk management

Sequoia is a good fit for any business owner with revenues over $1M who is interested in building wealth or planning for business transition.

Key Contact

Jim Thompson
jthompson@sequoia-financial.com

Chris Peck
cpeck@sequoia-financial.com

“My work with Sequoia has been transformational around my confidence in where I am headed financially as well as my curiosity around how I can maximize my next 10 years and minimize my debt and tax obligations. This team has been a Game changer for my family wealth strategy. Thank you so much. Keep up the great work”

Ben Bebenroth, EO Cleveland Member